How to prevent users from editing Notes/ Files on Sales Orders

  • 16 February 2023
  • 5 replies

HI Team,

There is any setting that we can lock the field Notes and File on Sales Orders after that SO is completed?


Best answer by DConcannon 16 February 2023, 17:48

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5 replies

Userlevel 7
Badge +12

Hi @chidao 

Please review this



Userlevel 6
Badge +2

@chidao There is no way within Access Rights to place a conditional statement of “lock field notes and files” based on Sales Order Document Status. You would need to investigate modifying Acumatica’s workflow engine to accomplish what you want.

@DConcannon is it possible to check audit history for both notes and files?

Userlevel 6
Badge +2

@chidao It is not possible to setup audit history for files and notes.

Userlevel 2

@DConcannon is it possible to check audit history for both notes and files?

@chidao There is an Idea here: 



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